Note: The job is a remote job and is open to candidates in USA. Webster Bank is a leading commercial bank focused on putting people first and helping them achieve their financial goals. The Associate in Member Services will provide world-class customer service through complex Member Services functions, ensuring compliance with regulations and supporting continuous improvement efforts.
Responsibilities
- Process account Excess Contributions removal, Internal Transfers, Account adjustments, Contribution Corrections, Refunds, Stop payments, and processing of Death and Divorce payments in an accurate and timely manner
- Process accountholder reimbursement requests
- Assist in training of tasks
- Prioritize and perform multiple tasks at the same time
- Regularly review procedures and update as needed, as well as create new procedures as needed
- Report systems or policy issues to appropriate parties
- Act as an advocate for the customer by submitting feedback through appropriate channels
- Consistently meet/exceed all customer service standards
- Model behavior consistent with Member Service standards, policies and procedures
- Other duties as assigned by Supervisor/Manager/Team Lead
Skills
- H.S. Diploma or General Education Degree (GED) required
- 0-2 years Experience in banking or financial services industry required
- Transaction processing and knowledge of compliance policy and regulations
- Proficiency in Microsoft Office Suite, specifically Excel required (create macros and edit formulas, copy and paste data, sort, perform formatting, rename a file)
- Proficiency in 10-key
- Strong customer service, interpersonal and decision-making skills
- Troubleshooting and problem analysis skills
- Excellent verbal and written communication skills
- Possesses the ability to maintain the strictest confidentiality of company and customer information
- Ability to effectively multi-task
- Excellent organizational skills with attention to detail
- Ability to work with a diverse work force and customer base
- Demonstrates flexibility and adaptability
- Handles day-to-day challenges confidently and willing to adjust to multiple demands, shifting priorities, and rapid change
- Ability to effectively and efficiently use a variety of technologies and software programs
- Demonstrates ability to think critically
- Strong commitment to achieving personal growth and success
- Ability to remain organized, motivated and self-disciplined when working remotely
- 0-2 years Experience in balancing and account reconciliation preferred
Benefits
- Incentive compensation
Company Overview
- Webster is a commercial bank that provides a range of personal and commercial banking services across several states. It was founded in 1935, and is headquartered in Waterbury, Connecticut, USA, with a workforce of 1001-5000 employees. Its website is https://www.websterbank.com.
Company H1B Sponsorship
- Webster Bank has a track record of offering H1B sponsorships, with 5 in 2026, 2 in 2025, 4 in 2024, 5 in 2023, 3 in 2022, 1 in 2020. Please note that this does not guarantee sponsorship for this specific role.